Jeffery Acheson, CPWA® CFP® CPFA™ AIF®, CEPA® NQPA™ CAPP™

Questioner
DISC Type : c

Chief Business Development Officer at Independent Financial Partners (IFP)

Tampa, Florida, United States

Overview

Jeffery has no verified overview

Personality Overview

Price-Sensitive

Value Seeker

Systematic

They generally do not appreciate an overfriendly approach and prefer to stay to-the-point.  They are more likely than others to negotiate on pricing and terms. They prefer to analyze every situation thoroughly.


Topics They Care About

Jeffery has no verified topics they care about

Media Appearances

Jeffery has no verified media appearances

Work History

1-2019
Chief Business Development Officer at Independent Financial Partners (IFP)
6-2018
Divisional President of IFP Plan Advisors at Independent Financial Partners (IFP)
4-2017
Certified Private Wealth Advisor® at Advanced Strategies Group, LLC
7-2014 - 4-2017
Managing Partner - Advisory Services at Corporate and Endowment Solutions, Inc.
10-2000 - 7-2014
Partner at Schneider Downs

Education

2016 - 2016
Certificate from University of Chicago Booth School of Business
2013 - 2013
Certificate from The Ohio State University Fisher College of Business

More Information

Social Presence :

Prographics :

Exp : 46 Location : Tampa, Florida, United States Job Level : Leadership Designation : Chief Business Development Officer at Independent Financial Partners (IFP)
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Insights For Selling To Jeffery

During A Call Or A Meeting

DO's

  • Emphasize on objective proof of ROI, help them do a thorough evaluation
  • If you have a lower priced product compared to the competition, call out the same
  • Share as much information as possible regarding your product

DONT's

  • Don’t try to be too friendly or informal with them
  • Don’t depend too much on anecdotal evidence, it reduces their confidence
  • Avoid rushing them, be polite and patient

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Jeffery is

  • Confidence that the product provides ROI, effective pricing and process adherence matter the most to them.

  • Will you ever get a clear answer from Jeffery

  • It doesn’t come naturally to them but they can say no if they are not convinced.

Insights For Deal Planning

    How fast (or slow) will Jeffery move?

  • They can move at a reasonable pace while making their decisions if they have the necessary information.

  • Can Jeffery take some risk or not?

  • They can take risk if they are convinced that they have analyzed the circumstances well.


You And Jeffery

Personality Compatibility


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